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Getting started: Configuring your account

Updated over a week ago

One of the major benefits of Art Galleria is how flexible it is. You can modify everything from your inventory ID to the format of invoices and catalogues.

Once you're familiar with the basic features of the system, we recommend configuring your account to ensure it aligns with how you manage your art business.

Here are six things you can configure to get the most out of Art Galleria.


1. Modify the default account settings

Localize your account by choosing the:

  • Date format

  • Unit of measurement

  • Default currency

  • Contact details

  • And more


2. Add collaborators

If you're working with a team, and your Art Galleria account plan allows for multiple users, add them as Collaborators to get everyone on board and up-to-speed with managing your inventory.


3. Configure the Inventory ID

Art Galleria automatically generates unique, sequential Inventory IDs based on the convention you configure. Recreate a format you are already using elsewhere, or create one that works for you.


4. Set up Branding Themes

By creating and applying branding themes, you can personalize the content, adjust the fonts and format, and add your own logo for invoices, catalogues, reports, emails, and more.


5. Add or edit Artwork Status options

Art Galleria comes with some default artwork status options (e.g., For Sale, Sold and For Rent) that you can assign to Artworks. You can also create your own custom status options to help better manage your inventory.


6. Add Custom Fields

Our custom Inventory fields allow you to track certain artwork features that are not covered with the standard Art Galleria fields, and custom Contact fields enable you to record particular information about your contacts. These features ensure that these areas can accommodate the specific needs of your art business.


FAQ

What happens if I change my default currency or date format after entering data?

Changing those settings will only affect new entries and how data is displayed going forward. Existing records will remain unchanged unless manually edited.

Can I restrict collaborator permissions to specific sections? (e.g. only inventory, not billing)

Yes. User roles can be tailored so collaborators have access to select areas like Inventory or Contacts—but you’ll need to upgrade to a plan that supports granular permissions.

If I customize Inventory ID formats, can I revert to a previous format later?

You can update the format at any time. But once changed, existing IDs won’t update automatically—you’d need to manually reload each ID record if you want them refreshed.

Can branding themes be applied to individual invoices or reports?

Yes, you have full flexibility. You can select different branding themes per document, invoice, private room - useful if you represent multiple galleries or curatorial projects.

What happens to artworks assigned a custom status if I later delete that status option?

You are unable to delete a custom status that is currently in use by artworks. If you try to deactivate the status, you will be prompted to review the current exisiting artworks before proceeding.

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